How do you assign different picklist values to different record types?

How do you assign different picklist values to different record types?

Choose Picklist Values for a Record Type

1. Click. , then click Setup.
2. Click the Object Manager tab.
3. Click the name of the object whose record type you want to update, then click Record Types.
4. Click the record type name.
5. Click Edit next to the picklist field to change its values.
6. Add or remove values as needed.
7. Click Save.

What is assigned record type in Salesforce?

Record type assignment on a user’s profile or permission set (or permission set group) doesn’t determine whether a user can view a record with that record type. The record type assignment simply specifies that the user can use that record type when creating or editing a record.

Can you assign a default record type to a profile?

If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. If you’re already working in an original profile user interface, you can access, view, and edit all page layout assignments easily in one location.

How to assign page layouts and record types?

Use a record type to assign a page layout to a profile. Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first.

How to assign record types in advisee profile?

From Setup, search for and then select Profiles. Click the profile for the users responsible for creating Advisee Record Cases. For example, click System Administrator. Click Object Settings, click the Cases object, then click Edit. Select Assigned Record Types and Default Record Type for the Advisee Record record type. Save your changes.

How to assign event record types to profiles?

Assign Event Record Types to Profiles Record Types Page Layout Assignment Assigned Record Types Default Record Type Advising Event Advising Event Layout √ Advising Time Advising Time Layout √ Non-Advising Event Event Layout √ √